+42.5%
HAL vs MOS
-31.6%
+74.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.3% | -6.6% | -4.5% |
| 7D | -11.1% | +22.5% | -33.6% | -18.8% |
| 30D | -2.4% | +6.6% | -9.1% | -5.9% |
| 3M | +0.8% | -3.8% | +4.6% | +0.9% |
| 6M | -22.8% | -2.2% | -20.6% | -24.4% |
| YTD | +14.5% | -4.8% | +19.3% | +10.6% |
| 1Y | +20.2% | -11.7% | +31.9% | +19.7% |
| 3Y | -15.2% | -26.5% | +11.3% | -12.2% |
| 5Y | +42.5% | -32.2% | +74.7% | +36.7% |
| All | +42.5% | -31.6% | +74.1% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MOS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling